Pension

Karen Karch
Associate Director of Connectional Resources & Benefits

972-526-5034

Karch@ntcumc.org

Helpful Link

www.gbophb.org

Forms

Beneficiary Designation (202 KB)

Investment Election (75 KB)

Life Stage Personal Investment Profile (50 KB)

Before and After Tax Contribution Agreement (58 KB)

United Methodist Personal Investment Plan (UMPIP)

UMPIP At-a-Glance (115 KB)

UMPIP Summary Plan (764 KB)

UMPIP Plan Overview (1691 KB)

Clergy Retirement Security Program (CRSP)

CRSP Overview (514 KB)

CRSP Summary Plan (643 KB)

Comprehensive Protection Plan (CPP)

CPP At-a-Glance (223 KB)

CPP Summary Plan (249 KB)

Retirement and Financial Planning

Are You on Track to Retire? (1717 KB)

What You Need to Know about the Retirement Process (2535 KB)

Ernst and Young Financial Planning Services (814 KB)